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Author: therealheisenberg

Monday Humor: Compare & Contrast

March 6, 2017

Courtesy of a guy who no one except Donald Trump takes seriously…

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WTF Chart Of The Day: “And Now For Something Even More Bizarre”

March 6, 2017

Well, I guess this is what happens when a central bank moves to corner the market on corporates just as swap spreads balloon wider on a flight to safety bid triggered by mounting political risk.

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“This Is How You Sustain A Dictatorship”: Trump’s Ministry Of (Twitter) Truth

March 6, 2017

“They believe that the words that come from their mouths as powerful leaders are the truth and that the media, when it strays from them, is telling lies. That’s autocratic thinking — and it is how you sustain a dictatorship.”

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2 Comments on “This Is How You Sustain A Dictatorship”: Trump’s Ministry Of (Twitter) Truth

“There Are Plenty Of Investors Who Would Celebrate An 8% Drop”

March 6, 2017

“There are also plenty of investors who’d celebrate a drop of 8% or so as an opportunity to finally buy in to this bull market that they’ve missed”…

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Oil Demand Set To Overtake Supply, Goldman Imagines

March 6, 2017

There’s an old saying in Tennessee – it’s probably in Tennessee, I know it’s in

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Chaos

March 6, 2017March 6, 2017

Well I think it’s safe to say that geopolitical risk – which the naive among

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oil3 Comments on Chaos

Key Calls (Monday): Goldman Lifts Alcoa Plus Upgrades, Downgrades & Initiations

March 6, 2017

Are your stocks on the list?

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Don’t Be A “Killjoy”, Richard

March 6, 2017

“I feel like a bit of a killjoy. I can’t quite bring myself to try to play the hero and call the end of recent moves. But I’m close.”

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This “Elephant” Chart Proves It’s Good That ‘Joe’ Lost His Job

March 5, 2017March 5, 2017

Earlier, I explained why ‘Joe’ losing his job was a good thing. I won’t recap the

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1 Comment on This “Elephant” Chart Proves It’s Good That ‘Joe’ Lost His Job

A Stunning Disconnect: Asset Price Inflation Versus Real Economy

March 5, 2017

Things that make you go hmmm…

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Joe Lost His Job! Good.

March 5, 2017March 5, 2017

“Mr Trump’s anti-globalisation posturing may be, as Mr Moore has put it, “sweet music” to the ears of the white working class. But it won’t bring back Flint, or Frankfort.”

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6 Comments on Joe Lost His Job! Good.

7 Signs Of The (Market) Apocalypse

March 5, 2017March 5, 2017

“While we’re not (yet!) expecting the equivalent of the fall of the Roman Republic, we are nevertheless very suspicious of the presumption that recent technical strength can continue.”

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3 Comments on 7 Signs Of The (Market) Apocalypse

2/3 Of The World Is Pissed At Their Government

March 5, 2017

“Is the country you live in on the right track? If your answer is no, then you’re in good company. Nearly two thirds of people around the world believe their country is heading in the wrong direction.”

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High Cotton: Commodity Bets Soar To Records, Hogs Still Skeptical

March 5, 2017

“Bullish bets on oil, copper and cotton futures all hit record levels in January, according to data from the Commodity Futures Trading Commission that goes back to 2006. That was the first time in nearly a decade that this cross section of materials and resources established new highs simultaneously.”

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Your Ultimate Visual Guide To Angry Politics

March 5, 2017

On Saturday, I brought you “3 Dramatic Charts Show The ‘Collapse’ Of Global Political Order.”

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1 Comment on Your Ultimate Visual Guide To Angry Politics

National Lampoon: HuffPo Hilariously Mocks Trump Rallies As “Tens Of People” Turn Out

March 4, 2017March 4, 2017

“With the help of Trump protesters, many of the crowds appeared to top dozens of people or more”…

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Surprise! Trump Relied On Bannon’s Breitbart For Obama Phone Tap Story

March 4, 2017

Heisenberg is no “fan-o-Breitbart.” Indeed, I contend that the outlet formerly run by Steve Bannon is a

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3 Dramatic Charts Show The “Collapse” Of Global Political Order

March 4, 2017

Over the past couple of months, I’ve written quite a bit in these pages about

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Making America Great Again, One Recession At A Time

March 4, 2017March 4, 2017

“According to research from the Peterson Institute, under a full trade war, the US economy would be pushed into a recession over the next 2 years and the unemployment rate would push above 8%.”

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Typical Saturday In America: President Accuses Former President Of Tapping His Phone, Calls Arnold Schwarzenegger “Pathetic”

March 4, 2017March 4, 2017

Well, I suppose it’s incumbent upon Heisenberg to comment on Donald Trump’s most outrageous series

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3 Comments on Typical Saturday In America: President Accuses Former President Of Tapping His Phone, Calls Arnold Schwarzenegger “Pathetic”

Now Or Never

March 4, 2017

“Way” back on Tuesday in “No, Janet Yellen Does Not Need To Wait On Donald

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Caption Contest: Hillary E-Mail Edition

March 4, 2017

“Why is this news?”…

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Here Are Goldman’s Top 10 Political Questions

March 4, 2017

I’m feeling more punchy than usual this morning, so I’ll kick Saturday off by noting

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A Donald Trump Spelling Bee

March 3, 2017March 3, 2017

This is your President.

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Goldman Says March Hike A “Done Deal,” Raises Odds To 95%

March 3, 2017

“As a result, we now see a hike at the March meeting as close to a done deal, and have raised our subjective probability to 95%.”

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1 Comment on Goldman Says March Hike A “Done Deal,” Raises Odds To 95%

Spot The Odd One Out: Snapchat/ Subprime Auto Edition

March 3, 2017

On the heels of Snapchat’s IPO (which I contend will likely mark a dubious top for

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Friday Humor: Doppelgänger

March 3, 2017

Those feisty Germans are at it again…

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Monthly Letter

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